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Private Client Solicitor or Fee Earner


My client is searching for a Private Client Solicitor or Fee Earner to join their offices based Ulverston, Cumbria. Job purpose: • Manage a personal caseload of high net worth and complex administrations. • Advise on all aspects of trusts, draft administration and tax issues. • Provide technical leadership to ensure organised, client-focused, cost-effective and efficient service delivery. • Implementation of best practices and case management standards across through day-to-day support of team members; monthly file reviews in accordance with Lexcel standards; and regular end-effective supervision through discussion and problem resolution. • In conjunction with management, develop ongoing business strategies to grow the Wills Trusts & Probate team and revenue streams. • Responsibility for achieving individual and collective billing and key performance targets. • Collate and provide reports and data as requested by the directors including but not limited to case holdings, turnover, sources of work, income, billing, complaints and resolutions • Implement legal and best practice training for the team and create and maintain a source of template letters and documents to support them. • To provide appropriate input to ensure the firm retains Lexcel accreditation. Knowledge required • Excellent knowledge of law relevant to wills, trusts & probate • Knowledge of relevant statutory duties • Competent in the use of Microsoft word and outlook Experience • At least 5 years’ experience of conduct of wills, trusts and probate work • Experience of meeting deadlines with a minimum of supervision • Direct contact with clients, face to face and over the phone • Experience of supervising and mentoring staff • Working with electronic case management systems Benefits • Hybrid working can be considered for the right experienced candidate • Progression • Competitive salary • Holiday entitlement of 28 days plus bank holidays and a shut down over the Christmas break. Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful

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